WealthPLAN Partners’s Gabelli Dividend & Income Trust GDV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-141,496
| Closed | -$3.25M | – | 310 |
|
|
2024
Q1 | $3.25M | Buy |
141,496
+1,690
| +1% | +$38.8K | 0.34% | 90 |
|
|
2023
Q4 | $3.03M | Buy |
139,806
+22,118
| +19% | +$479K | 0.31% | 88 |
|
|
2023
Q3 | $2.29M | Buy |
117,688
+11,182
| +10% | +$217K | 0.27% | 93 |
|
|
2023
Q2 | $2.25M | Buy |
106,506
+30,487
| +40% | +$644K | 0.32% | 84 |
|
|
2023
Q1 | $1.58M | Buy |
76,019
+18,800
| +33% | +$391K | 0.18% | 111 |
|
|
2022
Q4 | $1.27M | Buy |
+57,219
| New | +$1.27M | 0.09% | 162 |
|